Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

GenWealth Group

Latest statistics and disclosures from GenWealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAU, SCHV, VUG, IEF, VOO, and represent 38.19% of GenWealth Group's stock portfolio.
Added to shares of these 10 stocks: SCHV, USDU, PEG, IJH, IEF, IWP, ZROZ, SCHR, DIA, GBIL.
Started 9 new stock positions in ALL, PEG, ADP, PFE, ORCL, MAR, GBIL, FUN, USFR.
Reduced shares in these 10 stocks: QQQ, IAU, SPY, VUG, VOO, OEF, SNPE, PG, AAPL, USXF.
Sold out of its position in PG.
GenWealth Group was a net buyer of stock by $3.7M.
GenWealth Group has $435M in assets under management (AUM), dropping by 7.08%.
Central Index Key (CIK): 0001713678

Tip: Access up to 7 years of quarterly data

Positions held by GenWealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for GenWealth Group

GenWealth Group holds 73 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	9.2	$40M		801k	49.70	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.4	$37M	+3%	455k	80.37	View chart
Vanguard Index Fds Growth Etf (VUG)	7.7	$34M		88k	383.93	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	6.6	$29M		292k	98.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.3	$27M		52k	527.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.8	$21M		36k	576.82	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	4.5	$20M		46k	423.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	4.4	$19M	+2%	164k	117.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.3	$19M	+2%	299k	62.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$18M	-6%	37k	488.07	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	4.0	$17M	+2%	209k	82.42	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	3.3	$14M	+6%	541k	26.53	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.6	$11M		169k	67.51	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.2	$9.8M		118k	82.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$9.8M	-4%	17k	573.76	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.2	$9.5M		180k	52.86	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	2.0	$8.6M		294k	29.07	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.8	$7.9M		129k	61.54	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.7	$7.4M		82k	90.17	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	1.5	$6.7M	+2%	70k	95.58	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.5	$6.6M		66k	100.70	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$5.4M	-4%	20k	276.76	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.2	$5.3M	+8%	105k	50.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$3.9M	-2%	10k	375.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$3.3M	-2%	35k	95.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$3.2M	-4%	31k	104.18	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.7	$3.2M	-4%	65k	49.08	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.7	$3.1M	-2%	82k	37.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$2.9M		15k	197.17	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$2.8M	-2%	33k	84.04	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.6	$2.7M	-7%	51k	52.58	View chart
Apple (AAPL)	0.5	$2.2M	-7%	9.6k	232.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.1M		6.6k	314.39	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$1.9M		65k	29.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.6M		8.6k	189.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.6M	-7%	9.4k	174.57	View chart
Ishares Tr Morningstar Valu (ILCV)	0.4	$1.5M		19k	82.20	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$1.1M		9.2k	119.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.1M		16k	67.85	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$1.1M	+12%	9.9k	110.63	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.0M		9.5k	109.33	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$972k	-5%	7.0k	139.59	View chart
JPMorgan Chase & Co. (JPM)	0.2	$811k		3.8k	210.86	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$750k		3.4k	220.05	View chart
Meta Platforms Cl A (META)	0.2	$653k		1.1k	572.45	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$581k		4.1k	140.44	View chart
Microsoft Corporation (MSFT)	0.1	$580k	+4%	1.3k	430.30	View chart
At&t (T)	0.1	$562k	+90%	26k	22.00	View chart
Public Service Enterprise (PEG)	0.1	$551k	NEW	6.2k	89.21	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$474k		5.8k	81.27	View chart
Johnson & Johnson (JNJ)	0.1	$468k		2.9k	162.07	View chart
Amgen (AMGN)	0.1	$443k		1.4k	322.21	View chart
Verizon Communications (VZ)	0.1	$437k	+73%	9.7k	44.91	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$378k		3.0k	125.45	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$369k		2.8k	131.91	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$310k		9.3k	33.23	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$309k	NEW	3.1k	100.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$291k	+17%	632.00	460.26	View chart
Pfizer (PFE)	0.1	$278k	NEW	9.6k	28.94	View chart
Six Flags Entertainment Corp (FUN)	0.1	$259k	NEW	6.4k	40.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$243k	+12%	1.5k	167.19	View chart
Allstate Corporation (ALL)	0.1	$241k	NEW	1.3k	189.65	View chart
Honeywell International (HON)	0.1	$235k	-3%	1.1k	206.71	View chart
ConocoPhillips (COP)	0.1	$227k	-2%	2.2k	105.28	View chart
Exxon Mobil Corporation (XOM)	0.0	$216k	-15%	1.8k	117.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$213k		363.00	586.52	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$211k	NEW	4.2k	50.22	View chart
Lauder Estee Cos Cl A (EL)	0.0	$210k		2.1k	99.69	View chart
Oracle Corporation (ORCL)	0.0	$202k	NEW	1.2k	170.40	View chart
Automatic Data Processing (ADP)	0.0	$201k	NEW	725.00	276.73	View chart
Marriott Intl Cl A (MAR)	0.0	$201k	NEW	807.00	248.60	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$186k		15k	12.35	View chart
Global X Fds Glbx Suprinc Etf (SPFF)	0.0	$104k		11k	9.75	View chart

Past Filings by GenWealth Group

SEC 13F filings are viewable for GenWealth Group going back to 2017

GenWealth Group 2024 Q3 filed Oct. 11, 2024
GenWealth Group 2024 Q2 filed July 17, 2024
GenWealth Group 2024 Q1 filed April 11, 2024
GenWealth Group 2023 Q4 filed Jan. 11, 2024
GenWealth Group 2023 Q3 filed Nov. 13, 2023
GenWealth Group 2023 Q2 filed July 13, 2023
GenWealth Group 2023 Q1 filed April 11, 2023
GenWealth Group 2022 Q4 filed Jan. 19, 2023
GenWealth Group 2022 Q3 filed Oct. 14, 2022
GenWealth Group 2022 Q2 filed July 28, 2022
GenWealth Group 2022 Q1 filed May 5, 2022
GenWealth Group 2021 Q4 filed Feb. 10, 2022
GenWealth Group 2021 Q3 filed Oct. 19, 2021
GenWealth Group 2021 Q2 filed July 26, 2021
GenWealth Group 2021 Q1 filed April 26, 2021
GenWealth Group 2020 Q4 filed Jan. 14, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z